Skip to content

RetirementView - Ideas Forum

Welcome to our “Water Cooler Ideas” forum. Do you have an idea about how to improve the “RetirementView” program? Our program has evolved mostly through the suggestions and ideas from actual customers. We want to hear from you!

We will assess the ideas based on your ideas and votes, and then prioritize our schedule of enhancements around these ideas. BUT WE REFUSE TO MAKE THIS PROGRAM “TOO COMPLICATED”. If it goes outside the “Keep it Simple” principle, you can forget it. If you want complicated, just buy someone elses program as we hear every day that they are “too complicated”.

RetirementView - Ideas Forum

Categories

(thinking…)

What is your suggestion? ... Start with "PRO:" if suggestion is only for pro version. Start with "Consumer:" in title if only applies to personal/couples editions.

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

1 result found

  1. Consumer: Allow withdrawals to be chosen from anything other than "Any Available" for more efficient tax planning

    Allow specific expenses to be taken from tax deferred or tax free investments when those funds are available. For large purchases (i.e. automobiles), taking funds from tax free accounts can keep you from creeping into a higher tax bracket.

    Alternatively, allow some customization or withdrawal strategies. Taking after tax money first, is not always the best strategy.

    1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    started  ·  Admintorrid (Admin, Torrid Technologies) responded

    You can set it to take special expenses from tax deferred or any available. So part of this is already done.

    We are considering letting you also choose Tax Free as a 3rd option.

  • Don't see your idea?